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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,066 | $58,311+176.2% | $81,882+96.7% | $80,959+98.9% |
| Participation rate | 32.1% | 63.5%-31.3pp | 72.4%-40.2pp | 67.7%-35.5pp |
| Annual return | 14.44% | 41.85%-27.4pp | 779.47%-765.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $694 | $2,347-70.4% | $2,916-76.2% | $2,757-74.8% |
| Participant deferral / active EE | $2,325 | $3,287-29.3% | $4,323-46.2% | $4,300-45.9% |
| Admin fee / account holder | $239 | $4,752-95.0% | $7,360-96.8% | $6,925-96.5% |